[IMP] improve yml

bzr revid: fka@tinyerp.com-20130220063725-dpa9tr2j57dor16c
This commit is contained in:
Foram Katharotiya (OpenERP) 2013-02-20 12:07:25 +05:30
parent 6d4fc70175
commit 0dd9f460da
8 changed files with 36 additions and 18 deletions

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@ -30,6 +30,7 @@ access_res_partner,res.partner.crm.user,base.model_res_partner,base.group_sale_s
access_res_partner_category,res.partner.category.crm.user,base.model_res_partner_category,base.group_sale_salesman,1,1,1,0
mail_mailgate_thread,mail.thread,mail.model_mail_thread,base.group_sale_salesman,1,1,1,1
access_mail_message,mail.message,mail.model_mail_message,base.group_sale_salesman,1,1,1,0
mail_mail_message,mail.message,mail.model_mail_message,base.group_sale_manager,1,1,1,1
access_crm_case_categ_manager,crm.case.categ manager,model_crm_case_categ,base.group_sale_manager,1,1,1,1
access_base_action_rule_manager,base.action.rule manager,base_action_rule.model_base_action_rule,base.group_sale_manager,1,1,1,1
access_crm_lead_report_user,crm.lead.report user,model_crm_lead_report,base.group_sale_salesman,1,1,1,1

1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
30 access_res_partner_category res.partner.category.crm.user base.model_res_partner_category base.group_sale_salesman 1 1 1 0
31 mail_mailgate_thread mail.thread mail.model_mail_thread base.group_sale_salesman 1 1 1 1
32 access_mail_message mail.message mail.model_mail_message base.group_sale_salesman 1 1 1 0
33 mail_mail_message mail.message mail.model_mail_message base.group_sale_manager 1 1 1 1
34 access_crm_case_categ_manager crm.case.categ manager model_crm_case_categ base.group_sale_manager 1 1 1 1
35 access_base_action_rule_manager base.action.rule manager base_action_rule.model_base_action_rule base.group_sale_manager 1 1 1 1
36 access_crm_lead_report_user crm.lead.report user model_crm_lead_report base.group_sale_salesman 1 1 1 1

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@ -1,10 +1,13 @@
-
I cancel unqualified lead.
Salesman cancel unqualified lead.
-
!context
uid: 'crm_res_users_salesman'
-
!python {model: crm.lead}: |
self.case_cancel(cr, uid, [ref("crm_case_1")])
-
I check cancelled lead.
Salesman check cancelled lead.
-
!python {model: crm.lead}: |
lead = self.browse(cr, uid, ref('crm_case_1'))
@ -12,34 +15,34 @@
assert lead.state == 'cancel', "Opportunity is not in 'cancel' state."
assert lead.probability == 0.0, 'Opportunity is probably wrong and should be 0.0.'
-
I reset cancelled lead into unqualified lead.
Salesman reset cancelled lead into unqualified lead.
-
!python {model: crm.lead}: |
self.case_reset(cr, uid, [ref("crm_case_1")])
-
I check unqualified lead after reset.
Salesman check unqualified lead after reset.
-
!assert {model: crm.lead, id: crm.crm_case_1, string: Lead is in draft state}:
- state == "draft"
-
I re-open the lead
Salesman re-open the lead
-
!python {model: crm.lead}: |
self.case_open(cr, uid, [ref("crm_case_1")])
-
I check stage and state of the re-opened lead
Salesman check stage and state of the re-opened lead
-
!python {model: crm.lead}: |
lead = self.browse(cr, uid, ref('crm.crm_case_1'))
assert lead.stage_id.id == ref('crm.stage_lead2'), "Opportunity stage should be 'Qualification'."
assert lead.state == 'open', "Opportunity should be in 'open' state."
-
I escalate the lead to parent team.
Salesman escalate the lead to parent team.
-
!python {model: crm.lead}: |
self.case_escalate(cr, uid, [ref("crm_case_1")])
-
I check the lead is correctly escalated to the parent team.
Salesman check the lead is correctly escalated to the parent team.
-
!assert {model: crm.lead, id: crm.crm_case_1, string: Escalate lead to parent team}:
- section_id.name == "Support Department"

View File

@ -1,3 +1,8 @@
-
Salesman communication with customer.
-
!context
uid: 'crm_res_users_salesman'
-
Customer interested in our product, so he sends request by email to get more details.
-

View File

@ -1,5 +1,5 @@
-
Now, check the data with Salesman.
Salesman convert the lead into opportunity.
-
!context
uid: 'crm_res_users_salesman'

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@ -1,5 +1,5 @@
-
During a lead to opp conversion, salesmen should be assigned to leads following the round-robin method. Start by creating 6 leads (1 to 6) and 4 salesmen (A to D).
During a lead to opp conversion, salesmen should be assigned to leads following the round-robin method. Start by creating 4 salesmen (A to D) and 6 leads (1 to 6).
-
!record {model: res.users, id: test_res_user_01}:
name: 'Test user A'
@ -21,7 +21,7 @@
login: 'tud'
new_password: 'tud'
-
Now, check the data with Salesman.
Salesman creates lead.
-
!context
uid: 'crm_res_users_salesman'
@ -62,7 +62,7 @@
partner_name: 'Agrolait SuperSeed SA'
stage_id: stage_lead1
-
I create a mass convert wizard and convert all the leads.
Salesman create a mass convert wizard and convert all the leads.
-
!python {model: crm.lead2opportunity.partner.mass}: |
context.update({'active_model': 'crm.lead', 'active_ids': [ref("test_crm_lead_01"), ref("test_crm_lead_02"), ref("test_crm_lead_03"), ref("test_crm_lead_04"), ref("test_crm_lead_05"), ref("test_crm_lead_06")], 'active_id': ref("test_crm_lead_01")})

View File

@ -1,5 +1,9 @@
-
I create a lead record to call a partner onchange, stage onchange and mailing opt-in onchange method.
Sales manager create a lead record to call a partner onchange, stage onchange and mailing opt-in onchange method.
-
!context
uid: 'crm_res_users_salesmanager'
-
!record {model: crm.lead, id: crm_case_25}:
name: 'Need more info about your pc2'
@ -8,7 +12,7 @@
stage_id: crm.stage_lead1
state: draft
-
I create a lead record to call a mailing opt-out onchange method.
Sales manager create a lead record to call a mailing opt-out onchange method.
-
!record {model: crm.lead, id: crm_case_18}:
name: 'Need 20 Days of Consultancy'
@ -16,13 +20,13 @@
state: draft
opt_out: True
-
I create a phonecall record to call a partner onchange method.
Sales manager create a phonecall record to call a partner onchange method.
-
!record {model: crm.phonecall, id: crm_phonecall_5}:
name: 'Bad time'
partner_id: base.res_partner_5
-
I set the next stage to "New" for the lead.
Sales manager set the next stage to "New" for the lead.
-
!python {model: crm.lead}: |
self.stage_next(cr, uid, [ref("crm_case_4")], context={'stage_type': 'lead'})

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@ -1,5 +1,10 @@
-
I Unlink the Lead.
Sales manager can delete lead.
-
!context
uid: 'crm_res_users_salesmanager'
-
Sales manager Unlink the Lead.
-
!python {model: crm.lead}: |
self.unlink(cr, uid, [ref("crm_case_4")])

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@ -1,7 +1,7 @@
id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
access_mail_message_all,mail.message.all,model_mail_message,,1,0,0,0
access_mail_message_user,mail.message.user,model_mail_message,base.group_user,1,1,1,1
access_mail_mail_all,mail.mail.all,model_mail_mail,,1,0,0,0
access_mail_mail_all,mail.mail.all,model_mail_mail,,1,0,1,0
access_mail_mail_user,mail.mail.user,model_mail_mail,base.group_user,1,1,1,0
access_mail_mail_system,mail.mail.system,model_mail_mail,base.group_system,1,1,1,1
access_mail_followers_all,mail.followers.all,model_mail_followers,,1,0,0,0

1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
2 access_mail_message_all mail.message.all model_mail_message 1 0 0 0
3 access_mail_message_user mail.message.user model_mail_message base.group_user 1 1 1 1
4 access_mail_mail_all mail.mail.all model_mail_mail 1 0 0 1 0
5 access_mail_mail_user mail.mail.user model_mail_mail base.group_user 1 1 1 0
6 access_mail_mail_system mail.mail.system model_mail_mail base.group_system 1 1 1 1
7 access_mail_followers_all mail.followers.all model_mail_followers 1 0 0 0